Paraplanner

Paraplanner - Witney

Our client are an innovative and successful IFA business, recruiting for a Junior Paraplanner to join their business and provide support to the Director & Senior Planners on a daily basis. The successful candidate will have client contact both over the phone and attending meetings, get involved in fund research, preparation of suitability reports with the help of the advisers and administration of wraps, platforms and portfolio maintenance. Our client need someone who can take direction but can work with a degree of autonomy. The successful candidate will be ambitious and would like to join a firm where they can make a difference. The size of the firm is such that this is an important investment for them and your opinion and experience will be valued. Ideally you will already have gained experience of financial administration/paraplanning in an IFA/ Wealth Management practice and have started studying for a recognised financial services qualification.

Paraplanner Role Responsibilities:

Supporting a small team of advisers

Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients' needs.

Consider current and future asset allocation for investment strategy with regard to the clients risk profile & lifetime cash flow.